“Though pay-TV operators rightly argue that OTT's impact on basic video subscriptions has been negligible, when one focuses exclusively on broadband
subscribers - those most likely to have access to OTT services - the numbers tell a different story,” said Michael Greeson, TDG Founding Partner and Director of Research in a statement.

The number of broadband-only homes has grown from 9.5% of households in late 2010, to 11.2% in late 2011, to 12.5% today. The steady uptick is coming from both “cord cutters” and
“cord nevers.” Cord cutters have ditched pay TV and tend to be older, with higher incomes and have children at home, TDG said. By contrast, “cord nevers” are usually between 18
and 24, with more than half making less than $30,000. TDG expects both groups to grow in the next five years, and said pay-TV operators should be most concerned about the Cord Nevers because this
generation will view cable service as a luxury they don’t need.

Daisy, note that they didn't research actual TV usage. Rather, Diffusion makes huge jumps to conclusions based on connecting data that can't be connected. This is a fundamental research flaw and means the research probably shouldn't be reported.